Barings Corporate Investors
MCI- Exchange
- NYSE
- SEC CIK
- 0000275694
No open-market purchases or sales by Barings Corporate Investors insiders were filed in the last 90 days; 67 institutions reported holding it in 13F filings for Q2 2026, worth $62.7M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Barings Corporate Investors as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 69
- +4 vs. Q4 2024
- Shares held
- 3.33M
- +327.8K (+10.9%) vs. Q4 2024
- Total value
- $82.7M
- +$17.8M (+27.4%) vs. Q4 2024
- New holders
- 7
- 16 more added
- Sold out
- 3
- 25 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MCI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 67 | $62.7M |
| Q1 2026 | 61 | $60.4M |
| Q4 2025 | 67 | $65.3M |
| Q3 2025 | 68 | $74.5M |
| Q2 2025 | 69 | $77.8M |
| Q1 2025 | 69 | $82.7M |
| Q4 2024 | 66 | $65.0M |
| Q3 2024 | 57 | $55.9M |
| Q2 2024 | 54 | $54.8M |
| Q1 2024 | 55 | $44.6M |
| Q4 2023 | 55 | $49.8M |
| Q3 2023 | 55 | $49.3M |
| Q2 2023 | 49 | $50.1M |
| Q1 2023 | 53 | $50.0M |
| Q4 2022 | 57 | $50.8M |
| Q3 2022 | 50 | $46.7M |
| Q2 2022 | 49 | $48.0M |
| Q1 2022 | 50 | $53.8M |
| Q4 2021 | 47 | $56.0M |
| Q3 2021 | 45 | $52.4M |
| Q2 2021 | 44 | $50.9M |
| Q1 2021 | 50 | $46.9M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 74 | $1.74K | 0.00% | −5,778−98.7% | Reduced |
| Geneos Wealth Management Inc. | 98 | $2.30K | 0.00% | −3,906−97.6% | Reduced |
| Rosenberg Matthew Hamilton | 320 | $7.50K | 0.00% | +320 | New |
| EverSource Wealth Advisors, LLC | 328 | $7.69K | 0.00% | −49−13.0% | Reduced |
| Fortis Group Advisors, LLC | 425 | $9.96K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 622 | $14.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 750 | $15.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 800 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 750 | $18.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $18.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 888 | $20.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,083 | $25.4K | 0.00% | +1,083 | New |
| Steward Partners Investment Advisory, LLC | 1,425 | $33.4K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,000 | $46.9K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3,000 | $70.3K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,112 | $96.0K | 0.00% | −176−4.1% | Reduced |
| Jones Financial Companies LLLP | 4,473 | $102.0K | 0.00% | +1,708+61.8% | Added |
| Comerica Bank | 5,800 | $136.0K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 8,820 | $206.7K | 0.01% | −1,200−12.0% | Reduced |
| Wolff Financial Management LLC | 9,221 | $216.0K | 0.06% | +9,221 | New |
| PKS Advisory Services, LLC | 9,607 | $225.2K | 0.06% | +9,607 | New |
| IFP Advisors, Inc | 9,801 | $229.8K | 0.01% | −6,199−38.7% | Reduced |
| Susquehanna International Group, LLP | 9,819 | $230.2K | 0.00% | −691−6.6% | Reduced |
| Sanctuary Advisors, LLC | 9,862 | $231.2K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 9,986 | $234.1K | 0.00% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 10,163 | $238.2K | 0.07% | −35,961−78.0% | Reduced |
| Consolidated Portfolio Review Corp | 10,217 | $239.5K | 0.04% | +115+1.1% | Added |
| Mayfair Advisory Group, LLC | 10,983 | $257.4K | 0.15% | 00.0% | Unchanged |
| St Germain D J Co Inc | 11,535 | $270.4K | 0.01% | −6,390−35.6% | Reduced |
| Huntington National Bank | – | $278.9K | 0.00% | – | – |
| Davenport & Co LLC | 12,334 | $289.1K | 0.00% | −4,000−24.5% | Reduced |
| Stonebridge Capital Advisors LLC | 13,300 | $311.8K | 0.03% | −15−0.1% | Reduced |
| Montag A & Associates Inc | 13,692 | $320.9K | 0.02% | +83+0.6% | Added |
| Whipplewood Advisors, LLC | 299 | $394.1K | 0.23% | −17,231−98.3% | Reduced |
| MGB Wealth Management, LLC | 17,674 | $397.5K | 0.14% | +17,674 | New |
| US Bancorp | 18,288 | $428.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 20,156 | $472.5K | 0.00% | −3,813−15.9% | Reduced |
| Pensionmark Financial Group, LLC | 20,558 | $481.9K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 23,980 | $562.1K | 0.04% | +567+2.4% | Added |
| GWM Advisors LLC | 24,295 | $569.5K | 0.00% | −1,817−7.0% | Reduced |
| Envestnet Asset Management Inc | 25,435 | $596.2K | 0.00% | −3,605−12.4% | Reduced |
| Vanguard Group Inc | 30,100 | $705.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 31,193 | $731.2K | 0.00% | −4,599−12.8% | Reduced |
| Benjamin Edwards Inc | 34,462 | $807.8K | 0.01% | −709−2.0% | Reduced |
| Bank of America Corp | 37,585 | $881.0K | 0.00% | +3,668+10.8% | Added |
| Round Rock Advisors, LLC | 40,979 | $960.5K | 0.18% | +22,141+117.5% | Added |
| LPL Financial LLC | 41,038 | $961.9K | 0.00% | +28,022+215.3% | Added |
| Advisor Group Holdings, Inc. | 41,339 | $969.3K | 0.00% | +545+1.3% | Added |
| Commerce Bank | 42,997 | $1.01M | 0.01% | −12,658−22.7% | Reduced |
| Beacon Pointe Advisors, LLC | 46,184 | $1.08M | 0.01% | +265+0.6% | Added |
| Future Financial Wealth Managment LLC | 47,885 | $1.12M | 0.82% | −1,717−3.5% | Reduced |
| Raymond James Financial Inc | 50,542 | $1.18M | 0.00% | +172+0.3% | Added |
| Atria Wealth Solutions, Inc. | 60,523 | $1.42M | 0.02% | +97+0.2% | Added |
| MML Investors Services, LLC | 70,034 | $1.64M | 0.01% | +23,471+50.4% | Added |
| Commonwealth Equity Services, LLC | 72,188 | $1.69M | 0.00% | −1,133−1.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 84,614 | $1.98M | 0.94% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 84,874 | $1.99M | 0.01% | +4,895+6.1% | Added |
| TSP Capital Management Group, LLC | 87,834 | $2.06M | 0.68% | +541+0.6% | Added |
| Cetera Investment Advisers | 96,799 | $2.27M | 0.00% | −1,255−1.3% | Reduced |
| Janney Montgomery Scott LLC | 99,408 | $2.33M | 0.01% | +99,408 | New |
| Secure Asset Management, LLC | 169,838 | $3.98M | 0.80% | −4,803−2.8% | Reduced |
| Sky Investment Group LLC | – | $3.98M | 0.74% | – | – |
| Morgan Stanley | 202,276 | $4.74M | 0.00% | −7,452−3.6% | Reduced |
| Smith Asset Management Co., LLC | 217,070 | $5.09M | 4.79% | −687−0.3% | Reduced |
| Global Wealth Strategies & Associates | 218,759 | $5.13M | 1.55% | +218,759 | New |
| Barings LLC | 219,664 | $5.15M | 0.13% | 00.0% | Unchanged |
| Invesco Ltd. | 235,814 | $5.53M | 0.00% | +66,263+39.1% | Added |
| Curbstone Financial Management Corp | 309,028 | $7.24M | 1.53% | +1240.0% | Added |
| BHK Investment Advisors, LLC | 331,750 | $7.78M | 3.29% | −22,058−6.2% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −22,107−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −10,322−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |